See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $720,637 | $177,572+305.8% | $154,803+365.5% | $142,382+406.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.82% | 65.07%-57.3pp | 58.88%-51.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $39,817 | $4,810+727.7% | $4,305+824.8% | $4,299+826.2% |
| Participant deferral / active EE | $23,288 | $6,272+271.3% | $5,540+320.3% | $6,507+257.9% |
| Admin fee / account holder | $673,954 | $16,786+3915.0% | $14,329+4603.4% | $12,624+5238.8% |